32nd Annual

RESERVE YOUR SPACE...
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Monday, November 14, 2011
8 a.m.-4:30 p.m. • CRN 16325
Center of New Hampshire/Radisson Hotel, Manchester
$179 ($199 if registered after Nov. 1)

sponsored by
UNIVERSITY OF NEW HAMPSHIRE
Professional Development & Training
in cooperation with
Internal Revenue Service
Northeast Area, Office of Stakeholder Liaison

CONCURRENT SESSIONS LED BY EXPERTS FROM GOVERNMENT AND BUSINESS
Get updates on new tax laws and procedures and review other related topics.

Keynote Speaker
Karen Hawkins
Director, IRS Office of Professional Responsibility

Download a brochure.

Request a brochure to be mailed to you.

About the Keynote Speaker

Karen L. Hawkins is the Director of the IRS Office of Professional Responsibility. Prior to taking this position in April, 2009, Ms. Hawkins was in private practice at the Oakland, California, law firm of Taggart & Hawkins where she specialized in civil and criminal tax controversy cases for nearly 30 years.

She has been a frequent speaker and writer on a variety of diverse tax law topics including: Innocent Spouse Relief, Attorney's Fees Awards; Collection Due Process; Civil and Criminal Tax Penalties; Tax Court Litigation; International Tax issues and Ethics in Tax Practice. Ms. Hawkins has a number of reported precedent-setting tax cases to her credit in the US Tax Court and Ninth Circuit Court of Appeals.

Ms. Hawkins holds several degrees including: MBA in Taxation, J. D. and M.Ed. Among her many honors and awards are: V. Judson Kelin Award from the California Bar's Taxation Section and the National Pro Bono Award from the ABA's Taxation Section.

THE SESSIONS

FEDERAL TAXES:

Individual Tax Issues & Updates
Learn about new tax legislation and selected high impact tax issues that may have a significant effect on your individual clients. Late 2011 legislation will also be covered, with an eye to ongoing tax planning opportunities.
Presenter: Anthony L. Olson, CPA, PFS, Keene, NH

Small Business Tax Law Update and
IRS Appeals Procedures and Issues
The first part of this session will examine new tax legislation, regulations, court cases and IRS guidance that impact small businesses. The second part will cover IRS Appeals procedures and frequently encountered legal issues.
Presenter: Richard A. Sweeney, Appeals Officer, IRS

Emerging Professional Ethics
The industry is moving from a focus on return preparation to a professional service. We’ll review the 2011 changes to Circular 230, PTIN registration, and the upcoming competency testing requirements. What changes should we make in our office? How do we educate our clients about the changes and our new responsibilities?
This session will award the attendee 100 minutes in Ethics.
Presenter: John C. Walker, E.A., J. Walker & Company, LLC, Concord, NH

IRS Key Messages
This session is designed to provide current IRS Key Messages to Tax Practitioners. It is also designed for Practitioners who already have an understanding of the PTIN Initiative, and will provide updated information as it pertains to the IRS’ PTIN initiative, i.e., PTIN registration, testing, & renewals.
Presenters: IRS SBSE Stakeholder Liaison Staff

STATE TAXES:

New Hampshire & Massachusetts State Taxes
The first half of this session will be presented by
representatives of the NH Dept. of Revenue Admin. who will outline tax form changes, common filing errors, and discuss any tax law or administrative rules changes made in the 2011 legislative sessions. The second half will be presented by a representative of the MA Dept. of Revenue who will discuss developments in Massachusetts laws, programs, and procedures for tax year 2011.
Presenters: Presenters: Margaret L. Fulton, Esquire, Assistant Commissioner, Melinda Cyr, Esquire, Tax Policy Analyst, and Kathryn Skouteris, Esquire, Assistant Revenue Counsel, all from NH Dept. of Revenue Administration; and George Barresi from MA Dept. of Revenue

Maine and Vermont State Taxes
Representatives from VT and ME tax state agencies will discuss developments in their laws, programs, and procedures for tax year 2011.
Presenters: Gloria Hobson, Vermont Dept. of Taxes, and Christina Ward, Maine Revenue Services

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Tracks

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General Information

Who Should Attend

This Institute is designed for professional tax practitioners, tax return preparers, accountants, bookkeepers, attorneys, paralegals, and others who need to keep abreast of the constantly changing federal tax laws and regulations.

An Annual Program

More than 200 practitioners participated last year in the UNH/IRS Tax Practitioner Institute. Annual attendance makes it possible for participants to stay current with the many changes in the federal and state tax laws.

Instructors

Instructors for the Institute are local tax professionals and tax specialists from the Internal Revenue Service and the states of Maine, Massachusetts, Vermont and New Hampshire Departments of Tax and Revenue Administration.

Format

Four tracks will be offered to participants during the Institute. This allows you to select the topics most appropriate to your needs. On the registration form, please indicate the track you wish to attend. Registrations will be accepted on a first-come, first-serve basis. We will make every effort to place you in your preferred track, but if space becomes unavailable, you will be assigned to another track.

Special Materials

Institute participants will receive a reference manual for use during the Institute and afterwards. The manual is designed for the 2011 filing season and will be distributed only at the Institute. It will not be mailed. IRS publications will be provided if available.

CPE Credit

If you are a licensed accountant in New Hampshire and wish to use the Tax Institute for continuing professional education credit, you will receive a certificate of attendance at the end of the institute that states topics and minutes of duration of each session. Please be sure to stop by the registration desk to pick up your certificate.

Cost and Refund Policy

Tuition is $179 if registration is received by November 1. Registrations postmarked or received after November 1 are $199. Withdrawals received prior to November 7 are subject to a $25 processing fee. Withdrawals postmarked or received between Nov. 1-7 are subject to a $75 meal and materials charge. No refunds will be given after November 7, 2011.

What Cost Includes

The Institute charge includes instruction, reference manual, lunch, coffee breaks, and parking discounted to $2.00 with validation.

Directions and Parking

The Tax Institute will be held at the Center of New Hampshire/Radisson Hotel at 700 Elm Street in downtown Manchester. Manchester is located approximately 47 miles west of Portsmouth and 18 miles south of Concord, N.H.
• From Portsmouth, take Rte. 101 west to Rte. 293 (Manchester). Take Exit 5 (Granite Street). Bear right on Granite Street.
• From Concord, take Rte. 93 south to Rte. 293 south. Take the Amoskeag Bridge exit (across river) to Elm Street. Turn right on Elm Street. Follow Elm Street until you come to the Center on the right.
• From Boston, take Rte. 93 north to Rte. 293 north (Manchester). Take Exit 5 (Granite Street). Bear right on Granite Street.
• The parking garage can be entered either from the Elm Street or Granite Street entrances.
• Park in the Center’s parking garage. Bring your parking ticket to check-in so it can be validated for a reduced rate of $2.

Inclement Weather

Only in the event of a major storm will the Institute be cancelled. Radio announcements will be broadcast on: Manchester stations, WGIR, WZID; Concord, WEVO; Dover, WOKQ; and Portsmouth, WHEB. For further information contact the hotel at (603) 625-1000.

Overnight Accommodations

Hotel reservations can be made by calling the Center of New Hampshire at (603) 625-1000.

For More Information

For more information, please call (603) 862-4234.

Disclaimer of Endorsement

Reference to or presence of any specific commercial product, process, or service by trade name, or otherwise, in this publication or at the event does not constitute or imply its endorsement, recommendation, or favoring by the Internal Revenue Service or UNH.

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How to Register

Download a brochure now.
Request a brochure to be mailed to you.